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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,499 | $135,645-81.2% | $110,243-76.9% | $135,380-81.2% |
| Participation rate | 18.8% | 83.5%-64.7pp | 79.8%-61.1pp | 82.6%-63.9pp |
| Annual return | -5.86% | 513.24%-519.1pp | 314.76%-320.6pp | 519.81%-525.7pp |
| Employer contribution / active EE | $322 | $4,907-93.4% | $3,827-91.6% | $4,779-93.3% |
| Participant deferral / active EE | $1,682 | $5,507-69.5% | $4,672-64.0% | $5,609-70.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |